The idea of ‘underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities.

Araujo runs M&G's recently launched Global Listed Infrastructure Fund and says the asset class provides a compelling proposition for long-term investors looking to diversify their portfolios. Specialist investors like M&G have bought into a wide range of the world's infrastructure - ranging from Australian airports to UK water companies with an array of port, energy and telecoms infrastructure in between.

'You want to defend your shareholder, the people who believe in you'

Nolan Hoffmeyer, co-manager of the Pictet Digital fund, tells Anna Fedorova about how he got into fund management, the advantages of running a fund focused on digital innovation, and the key challenges he has faced in the role.

Nolan Hoffmeyer joined Pictet Asset Management straight out of university, having already chosen his career path when he decided to study financial engineering, but he developed his passion for thematic...

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